See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,226 | $102,616-93.0% | $81,983-91.2% | $158,922-95.5% |
| Participation rate | 37.5% | 75.5%-38.0pp | 69.2%-31.7pp | 82.0%-44.5pp |
| Annual return | 0.00% | 61.04%-61.0pp | 41.31%-41.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $566 | $3,240-82.5% | $2,498-77.3% | $4,761-88.1% |
| Participant deferral / active EE | $2,071 | $4,648-55.4% | $3,722-44.4% | $5,982-65.4% |
| Admin fee / account holder | $13 | $8,235-99.8% | $5,664-99.8% | $11,246-99.9% |